About us
How loss and success laid the foundation for financial innovation
Our origin story
When Jeremy, Founder of Olomon, was 11, he lost his father to cancer. In the midst of their grief, his family was fortunate to have what they needed to cover the mounting medical bills and move forward. Things were simpler then — records were kept in a filing cabinet — and his organized father prepared them well. And still, Jeremy felt sudden pressure to step up for his family in a time of great need. That sense of responsibility never left him.
“Losing my dad so young gave me a sense that life is finite,” Jeremy said. “It pushed me toward entrepreneurship, and made me determined to build a life where I could be present and supportive for my own children — to not miss the moments that matter, and to leave a legacy of security and care.”
28 years later, Jeremy faced a new challenge. After several ventures and a growing estate, he sold his software company, Kindful, to a private equity company, JMI. This moment of celebration felt overwhelming.
He was suddenly responsible for managing new assets, navigating complex tax scenarios, and making high-stakes investment decisions.
“At Kindful, we had built this aggregated system that gave nonprofits a powerful system of record for their fundraising and administrative needs,” he said. “But, ironically, I was struggling to keep my own financial records timely and accurate, and my advisors weren’t set up to help me.
Everything felt fragmented — scattered across platforms, advisors, and spreadsheets. It’s like the info I needed got lost in a black hole.”
He’d discovered a glaring absence in personal finance — effective collaboration and visibility. He’d hired a financial advisor, an estate attorney, and other professionals, expecting some cohesion to emerge. But instead, everything remained siloed.
Over time, he realized something critical: No one could pull the pieces together for him. It wasn’t a failure of his team — it was a gap in the tools. If he wanted a true grasp on his finances, he had to figure it out himself.
“I needed to know my numbers. Not just in a static report, but in real time — with context and insight.”
So he brought in his former CFO to help build a living balance sheet. But the moment it was done, it was already outdated. New investments were made. Values shifted. Assets were sold. And that didn’t begin to cover the higher-level KPIs he needed to make meaningful decisions. Plus, he found himself repeating the same information to different advisors, wasting countless hours trying to get aligned.
That’s when the vision for Olomon became clear. People needed a smarter way to see their whole financial picture and collaborate with their financial team — an easy way to connect the dots in real time between assets, liabilities, entities, and advisors.
So Jeremy reached out to his former teammates and they began building the solution: a powerful new financial tool that would offer true peace of mind to wealth holders and their loved ones, setting them up for a fulfilling future. With his multiple award-winning team supporting his vision, Oloman took shape.
And here we are today, welcoming you into your new powerful financial HQ, where you too can experience financial confidence and clarity.
What financial confidence looks like
"Olomon doesn't just give me visibility into my finances—it creates transparency for my entire family. By sharing this financial picture with my wife, I've gained peace of mind knowing that if anything unexpected happens to me, my loved ones won't face the additional burden of financial confusion."
Levi Morehouse
Entrepreneur, Accountant, and Technologist
"I've built a team of experts to help grow my wealth. Before Olomon, my financial picture was fragmented, with each advisor seeing only their piece of the puzzle. Now, I can give everyone a comprehensive view of my financial landscape, empowering them to make recommendations based on the complete picture."
Bill Wellons
Entrepreneur & Leadership Consultant
"When my husband and I married, we brought together a diverse investment portfolio—stocks, real estate, tech investments, crypto, and more. We didn't just want to combine our assets; we wanted to build a financial partnership. Olomon gives us that shared financial foundation, allowing us to navigate our wealth-building journey together with total transparency."
Hannah Fleetwood
Strategic Partnerships & Operations
Data security you can trust
We believe your financial data belongs to you, not corporations. That's why we've built Olomon with enterprise-grade security and privacy controls that keep you—and only you—in charge of who sees what. Your information is always encrypted, completely secure, and never sold.
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